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Quicken for Windows Conversion Instructions

As Illiana Financial completes its system conversion, you will need to modify your Quicken settings to ensure the smooth transition of your data. Please reference the daters next to each task as this information is time sensitive.

To complete these instructions, you will need your User ID and Password for each Financial Institution.

Instructions are provided below and should be followed exactly as described and n the order presented. If not, your online banking connectivity may stop functioning properly.

The conversion process should take anywhere between 15-30 minutes.


Intuit aggregation services may be interrupted for up to 3-5 business days. Intuit product users are encouraged to download a QFX/QBO file during this outage. The following services may not work during the outage:

  • Quicken Win/Mac Express Web Connect
  • QuickBooks Online (QBO)
  • Mint (Please do not open Mint for 3-5 business days after the conversion to ensure that Mint products are properly updated.  

Thank you for making these important changes!  

View Detailed Instructions

View the OFX Post-Conversion Troubleshooting Guide